Matthew Han
Atlanta,Georgia
Summary
Financial Representative at Ashford Advisors with a proven track record in customer relationship management and effective communication. Skilled in analyzing policies and conducting risk assessments, ensuring clients receive tailored financial solutions. Committed to staying ahead of industry trends, while fostering strong client relationships. Skilled financial representative with exceptional sales acumen and a customer service-oriented mindset.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Representative
Ashford Advisors
Alpharetta, GA
09.2023 - 03.2025
- Analyzed customers' existing policies and recommended changes or additional coverage.
- Conducted risk assessments for customers based on their individual circumstances.
- Maintained up-to-date knowledge of industry trends and regulations.
- Provided timely responses to customer inquiries about financial products and services.
- Assisted clients in understanding complex investment concepts and terminology.
Sales Assistant
Metro PCS
Atlanta, Georgia
10.2018 - 07.2021
- Executed phone repairs to ensure customer satisfaction and device functionality.
- Participated in training sessions to stay up-to-date on new products and promotions.
- Assisted customers in selecting appropriate products for their needs.
Cashier/Cook
Sumo Hibachi and Wings
Johns Creek, Georgia
09.2017 - 07.2018
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
Cashier
Get Air
Suwanee, Georgia
09.2015 - 03.2016
- Greeted customers and answered any questions they had about the store's products and services.
- Ensured compliance with all safety regulations within the store environment.
Education
Bachelors of Business Administration - Finance
Georgia State University, J. Mack Robinson College of Business
Atlanta, GA09.2021
Skills
- Customer relationship management
- Effective communication
- Team collaboration
- Excel
- Records management
- Estate planning
- Customer service
Certification
CPR certified
Leadership And Extracurricular Activities
- Hosa, Johns Creek, Georgia, Member, 02/16, 03/16, Placed in top 10 for a HOSA event testing abilities dealing with patients
- Recreational Basketball League, Cumming, Georgia, Coach/Player, 02/21, Present, Organized a team with responsible and productive members, Set lineups and promoted team chemistry, Collected money from team to pay league and uniform fees
- 121 Tutoring, Johns Creek, Georgia, Tutor, 09/15, 03/16, Interacted and helped middle school students in subjects such as math, history, and science
- River Cleanup, Johns Creek, Georgia, Member, 03/16, 05/16, Volunteered to help clean ponds and the Chattahoochee River
- Youth Group Leadership, Johns Creek, Georgia, Youth Group Leader, 06/16, 04/18, Organized events for charity to help people in Guatemala, Organized retreats and lock-ins for members to discuss thoughts, Led prayers and group discussions
Timeline
Financial Representative
Ashford Advisors
09.2023 - 03.2025
Sales Assistant
Metro PCS
10.2018 - 07.2021
Cashier/Cook
Sumo Hibachi and Wings
09.2017 - 07.2018
Cashier
Get Air
09.2015 - 03.2016
Bachelors of Business Administration - Finance
Georgia State University, J. Mack Robinson College of Business
Similar Profiles
Lori AvantLori Avant
Independent Contractor at Avant Life Solutions / Ashford AdvisorsIndependent Contractor at Avant Life Solutions / Ashford Advisors
Caroline WesevichCaroline Wesevich
Community Manager at Ashford Communities - Ashford Santa Ana.Community Manager at Ashford Communities - Ashford Santa Ana.
Whitney DunawayWhitney Dunaway
Event Worker at Ashford Acres InnEvent Worker at Ashford Acres Inn
Tom MOOLAYILTom MOOLAYIL
Director of Engineering at Uchimura Robotics LLCDirector of Engineering at Uchimura Robotics LLC
Diane SandersDiane Sanders
Caregiver at The KeyCaregiver at The Key